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JPMorgan BetaBuilders US Equity ETF

153 hedge funds and large institutions have $1.93B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

14% more funds holding

Funds holding: 134153 (+19)

1% more capital invested

Capital invested by funds: $1.91B → $1.93B (+$18.5M)

3.18% less ownership

Funds ownership: 48.88%45.71% (-3.2%)

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.02%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
34
Increased
72
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$440M +$47.6M +447,136 +12%
LPL Financial
2
LPL Financial
California
$253M +$18.9M +177,372 +8%
Morgan Stanley
3
Morgan Stanley
New York
$148M +$7.09M +66,513 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$134M +$9.93M +93,154 +8%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$128M +$11.4M +106,931 +10%
CWM
6
Cornerstone Wealth Management
Missouri
$74.7M +$3M +28,118 +4%
AssetMark Inc
7
AssetMark Inc
California
$54.5M -$4.39M -41,190 -7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$49.5M -$2.33M -21,877 -4%
NMIFOAC
9
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$49M +$49.3M +463,000 New
PWM
10
Perigon Wealth Management
California
$42.6M +$3.36M +31,503 +9%
KFG
11
Kelly Financial Group
Connecticut
$41.9M +$42.2M +395,917 New
Osaic Holdings
12
Osaic Holdings
Arizona
$36M +$9.33M +87,511 +35%
MWA
13
MN Wealth Advisors
Kansas
$31.3M -$269K -2,525 -0.8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$28.4M +$5.29M +49,601 +23%
RSWM
15
Robertson Stephens Wealth Management
California
$28.3M +$7.49M +70,314 +36%
Raymond James Financial
16
Raymond James Financial
Florida
$27.6M +$27.8M +260,557 New
IA
17
IFG Advisory
Georgia
$19M +$1.58M +14,822 +9%
TWM
18
Tradition Wealth Management
Minnesota
$16.9M +$3.41M +32,003 +25%
PAS
19
Park Avenue Securities
New York
$16.4M +$1.68M +15,742 +11%
MML Investors Services
20
MML Investors Services
Massachusetts
$14.6M +$654K +6,134 +5%
BCI
21
Brinker Capital Investments
Pennsylvania
$13.8M +$276K +2,588 +2%
OPS
22
Orion Portfolio Solutions
Nebraska
$13.8M +$276K +2,588 +2%
BOC
23
Blue Oak Capital
California
$13M +$13.1M +122,515 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$12.7M +$194K +1,825 +2%
FFA
25
Florida Financial Advisors
Florida
$12.4M +$157K +1,469 +1%

BBUS Hedge Fund Activity: Q4 2024 in Review

153 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2024, worth a combined $1.93B — up 0.97% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BBUS positions and 10 closed out — a net gain of 24 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, opening a new position worth an estimated $49.3M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $261M sold.

  • 153 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $1.93B of JPMorgan BetaBuilders US Equity ETF stock for Q4 2024, up 0.97% quarter-over-quarter.
  • 34 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2024 and 10 closed out, a net change of +24 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2024 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $49.3M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2024 was Janney Montgomery Scott, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2024.